Interact to see
Advertisement
Advertisement
FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
FWWMX vs LSVMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 214B vs. LSVMX (27.5M). LSVMX pays higher dividends than FWWMX: LSVMX (1.77) vs FWWMX (1.40). FWWMX was incepted earlier than LSVMX: FWWMX (6 years) vs LSVMX (12 years). LSVMX (0.96) is less costly to investors than FWWMX (0.31). LSVMX (30.00) and FWWMX (29.00) have comparable annual turnover. FWWMX has a lower initial minimum investment than LSVMX: FWWMX (250) vs LSVMX (100000). FWWMX annual gain was more profitable for investors over the last year : 8.11 vs. LSVMX (1.91). FWWMX return over 5 years is better than : 29.47 vs. LSVMX (-9.32).
| FWWMX | LSVMX | FWWMX / LSVMX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 5.572 | 11.795 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 27.5M | 778,182% |
| Annual Yield % from dividends | 1.40 | 1.77 | 79% |
| Returns for 1 year | 8.11 | 1.91 | 425% |
| Returns for 3 years | 33.10 | 2.34 | 1,413% |
| Returns for 5 years | 29.47 | -9.32 | -316% |
| Returns for 10 years | N/A | 21.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement